Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) Stock Position Raised by Level Financial Advisors

Level Financial Advisors lifted its holdings in shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) by 22.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 163,027 shares of the company’s stock after buying an additional 30,277 shares during the period. Dimensional Inflation-Protected Securities ETF comprises 2.4% of Level Financial Advisors’ investment portfolio, making the stock its 10th biggest holding. Level Financial Advisors’ holdings in Dimensional Inflation-Protected Securities ETF were worth $6,601,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of DFIP. Visionary Horizons LLC raised its position in Dimensional Inflation-Protected Securities ETF by 2.8% in the third quarter. Visionary Horizons LLC now owns 11,780 shares of the company’s stock worth $498,000 after acquiring an additional 320 shares in the last quarter. Lynx Investment Advisory grew its stake in shares of Dimensional Inflation-Protected Securities ETF by 5.1% during the 3rd quarter. Lynx Investment Advisory now owns 7,526 shares of the company’s stock worth $318,000 after purchasing an additional 366 shares during the period. Firethorn Wealth Partners LLC increased its holdings in shares of Dimensional Inflation-Protected Securities ETF by 2.6% in the 3rd quarter. Firethorn Wealth Partners LLC now owns 14,820 shares of the company’s stock valued at $627,000 after purchasing an additional 380 shares in the last quarter. Shearwater Capital LLC lifted its stake in shares of Dimensional Inflation-Protected Securities ETF by 1.5% in the fourth quarter. Shearwater Capital LLC now owns 38,738 shares of the company’s stock valued at $1,569,000 after purchasing an additional 560 shares during the period. Finally, Midwest Heritage Bank FSB boosted its holdings in Dimensional Inflation-Protected Securities ETF by 1.2% during the third quarter. Midwest Heritage Bank FSB now owns 47,983 shares of the company’s stock worth $2,029,000 after buying an additional 564 shares in the last quarter.

Dimensional Inflation-Protected Securities ETF Stock Performance

Shares of DFIP opened at $40.99 on Tuesday. Dimensional Inflation-Protected Securities ETF has a twelve month low of $40.22 and a twelve month high of $42.53. The firm’s 50-day moving average is $40.81 and its two-hundred day moving average is $41.37.

Dimensional Inflation-Protected Securities ETF Company Profile

The Dimensional Inflation-Protected Securities ETF (DFIP) is an exchange-traded fund that is based on the Bloomberg U.S. TIPS index. The fund is an actively-managed fund that holds US government 5-20 year inflation-protected bonds. DFIP was launched on Dec 15, 2021 and is managed by Dimensional.